Plan Snapshot
- Plan Sponsor: Hallmark Cards, INC. Master Trust State Street Bank And Trust - Truste
- Sponsor EIN: 043328262
- Sponsor Address: 2501 MCGEE STREET, BOX 419580, KANSAS CITY, MO, 64141
- Plan Type: 401(k)
- Plan Number: 015
- Total Participants: 0
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $7.1M | $0 | $0 |
| 2023 | 0 | $9.5M | $0 | $0 |
| 2022 | 0 | $11.7M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $612,542 | — | $612,542 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $489,409 | — | $489,409 |
| ALBOURNE | Other Service Provider | $278,251 | — | $278,251 |
| NISA INVESTMENT | Other Service Provider | $254,411 | — | $254,411 |
| AMUNDI PIONEER | Other Service Provider | $252,996 | — | $252,996 |
| WCM | Other Service Provider | $181,523 | — | $181,523 |
| T ROWE PRICE | Other Service Provider | $179,920 | — | $179,920 |
| TORTOISE CAPITAL | Other Service Provider | $83,217 | — | $83,217 |
| RUBINBROWN | Other Service Provider | $52,573 | — | $52,573 |
| CALLAN | Other Service Provider | $26,714 | — | $26,714 |
| EVESTMENT | Other Service Provider | $21,455 | — | $21,455 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,433,011
- Estimated Expense Ratio: 34.274% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,680,715 | $1,003,442 | — | $52,604 | — |
| 2023 | $8,719,401 | $682,891 | — | $55,871 | — |
| 2022 | $8,352,745 | $529,144 | $426,337 | — | $715,830 |